Financial Planning

Where To?

At SKWealth Management, we work with you to define the life you want to live and the legacy you want to leave behind. And it all starts with vision — yours.

Your child’s education expenses. Your ability to protect against unexpected events. Giving to the community. Your investment portfolio. When it comes to what matters most, what do you envision for the future?

Financial Planning

Where To?

At SKWealth Management, we work with you to define the life you want to live and the legacy you want to leave behind. And it all starts with vision — yours.

Your child’s education expenses. Your ability to protect against unexpected events. Giving to the community. Your investment portfolio. When it comes to what matters most, what do you envision for the future?

What matters most to you?

Our financial planning services takes it all into account, and helps you make sense of it through an integrated approach. What’s more, you are in full control. As your long-term partner, we help you navigate life’s priorities through personalized guidance, tailored solutions, and clear direction.

Putting it all together:
The Integrated Financial Advantage™

This is our disciplined, proactive, and consistent approach to provide clarity and order to the various components of your financial life.

Estate Planning

The Legacy Maximizer™

The ones in your life are part of the big picture. Your preparation today will have an impact on their tomorrow. The Legacy Maximizer™ incorporates your wishes into your financial analysis, which may or may not include leaving a legacy. Depending on your residency, estate taxes can result in a significant – and unexpected – expense for many families and individuals. We will quantify your potential taxes and suggest ways to minimize estate taxes as much as possible.

Education Funding

The Education Formula™

Do you know how much it will cost to send your children or grandchildren to college years from now? Do you know how much to save to meet your goals?

If education planning is important to you, your financial plan should reflect and quantify an estimate of the total education costs for the special children in your life. SKWealth will work with you to develop various strategies to meet your education planning objectives.

Investment Planning

The Independence Effect™

The Independence Effect™ allows your investments to work for you, making you independent from market activity. Despite ever changing conditions in today’s markets, SKWealth is committed to adding value to your growing portfolio. We offer high-caliber guidance for your investment needs that reach beyond traditional expectations. Our fee-only philosophy and independence from outside influence ensures that your needs are our top priority.

Fee-only structure
ensures that we act
in your best interests

Receive high-caliber guidance
from our team of
financial planning experts

Charitable Giving

The Philanthropic Expander™

The Philanthropic Expander ™ takes that charitable intent and includes it in your financial planning forecast. We will consider the most tax-efficient way for you to accomplish your charitable intent, whether it means gifts of appreciated securities, establishing charitable remainder trusts, or simply taking advantage of the most current IRS rules and regulations. Whether your charitable planning occurs during lifetime or at death, we can help work with you to accomplish your philanthropy goals.

Insurance Planning

The Protection Evaluator™

Do you have adequate life insurance coverage? What about disability coverage-will you have sufficient coverage if you become disabled? Are you over insured? What is long-term care insurance for?

The Protection Evaluator™ quantifies your need for insurance coverage within the scope of your financial projection. We do not sell insurance but can suggest how much and what kind of coverage is needed if an unfortunate event occurs. In addition, we will evaluate your risk of exposure from other common forms of liability, such as property and casualty insurance.

Going Your Separate Ways?

Divorce Financial Services

Meeting Lifetime Income Goals

Corporate Retirement Planning

Fee-Only is the Only Way for Us

Investment Management

We Are SKWealth

Meet Our Team

Designations Disclosure:

*Please Note: Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SK Wealth is engaged, or continues to be engaged, to provide investment advisory services.

Professionals’ Disclosure:

* Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client.  SK Wealth does not serve as an attorney, accountant, or insurance agent. SK Wealth does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, our affiliated accounting firm, can be engaged to provide tax preparation services, legal services per the terms and conditions of a separate engagement and fee.